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Thurston Springer Miller Herd & Titak’s WisdomTree US High Dividend Fund DHS Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49
Closed -$4.76K – 740
2025
Q2 		$4.76K Buy
+49
New +$4.6K ﹤0.01% 1295

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DHS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2025, closing a stake of 49 shares — an estimated $4.76K sold.

Thurston Springer Miller Herd & Titak first reported a position in DHS in Q2 2025 and held it in 1 quarter. The position peaked at $4.76K in Q2 2025. 232 funds tracked by Wall St. Rank hold DHS as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining WisdomTree US High Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 49 WisdomTree US High Dividend Fund shares in Q3 2025, an estimated $4.76K.
  • Thurston Springer Miller Herd & Titak first reported a position in WisdomTree US High Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's WisdomTree US High Dividend Fund position peaked at $4.76K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.